Prompt Examples for Managing Investment Income & Capital Gains
PROMPT EXAMPLESBUSINESS & INVESTMENTS
Demystify investment taxes and take control of your financial future. Learn how to track, document, and optimize your portfolio with our clear, actionable prompts for managing investment income and capital gains.
Investment Record-Keeping Guide
As an individual tax filer with investments, generate a detailed guide to maintaining records of all purchase and sale transactions.
1
Short-Term vs. Long-Term Analysis
As an individual tax filer, explain how to differentiate between short-term and long-term capital gains for tax reporting.
2
Dividend and Interest Tracking
As an individual tax filer with investment income, create a prompt to help track and verify dividends and interest earned from my portfolio.
3
Cost Basis Documentation
As an individual tax filer, generate a step-by-step process for recording the cost basis of each investment for accurate tax reporting.
4
Using Portfolio Management Tools
As an individual tax filer, describe how to utilize portfolio management software to monitor my investment performance and tax implications.
5
Tax-Loss Harvesting Strategy
As an individual tax filer with investments, provide a detailed strategy for tax-loss harvesting to offset capital gains.
6
Fee and Commission Recording
As an individual tax filer, explain best practices for documenting brokerage fees and commissions related to my investment transactions.
7
Annual Investment Reconciliation
As an individual tax filer, generate a checklist for reconciling my investment records with annual brokerage statements.
8
Capital Gains Calculation
As an individual tax filer, outline a step-by-step process for calculating capital gains and losses on my securities sales.
9
Multi-Account Consolidation
As an individual tax filer, describe how to consolidate investment data from multiple brokerage accounts for tax filing.
10
Dividend Reinvestment Documentation
As an individual tax filer, create a prompt to document dividend reinvestments and their effect on my cost basis.
11
Mutual Fund Transaction Reporting
As an individual tax filer, explain how to record and report transactions involving mutual funds for tax purposes.
12
ETF Transaction Tracking
As an individual tax filer, generate a guide for tracking and reporting ETF transactions in my investment portfolio.
13
Digital Archiving for Investments
As an individual tax filer, outline best practices for digitizing and securely archiving all my investment records.
14
Investment Income Summary Report
As an individual tax filer, create a prompt to generate an annual summary of all dividends, interest, and capital gains from my investments.
15
Reconciliation Process
As an individual tax filer, provide steps to cross-check my investment transaction logs with official brokerage summaries.
16
Reviewing Investment Performance
As an individual tax filer, generate a prompt to review my investment performance and assess tax implications at year-end.
17
Capital Gain Impact Analysis
As an individual tax filer, explain how to analyze the tax impact of various capital gains scenarios based on my portfolio data.
18
Consulting Investment Advisors
As an individual tax filer, outline key questions to ask a financial advisor regarding the tax treatment of my investments.
19
Audit-Ready Investment Documentation
As an individual tax filer who is self-employed, create a prompt to review and finalize all business records at the end of the year for accurate tax reporting.